AE Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $568K | Buy |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $745K | Buy |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $649K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $873K | Buy |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $798K | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $377K | Sell |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $885K | Buy |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $689K | Buy |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $443K | Buy |
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|
2017
Q3 | $480K | Sell |
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|
2017
Q2 | $601K | Buy |
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|
2017
Q1 | $557K | Buy |
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|
2016
Q4 | $402K | Buy |
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